A complete list of active advisors currently associated with Jones Wealth Advisors, LLC
Warmer can help you find a great advisor at Jones Wealth Advisors, LLC or one who fits your needs even better.
Jones Wealth Advisors, LLC is an independent registered investment adviser that primarily serves individual clients while also advising corporations and retirement plans, managing approximately $68.9 million on a discretionary basis across 17 client relationships. The firm provides ongoing investment management, written Investment Policy Statements, financial planning (comprehensive or modular), and investment consulting for clients who prefer to self-manage. The firm’s investment approach is grounded in modern portfolio theory, using broad diversification across passively managed mutual funds and ETFs, fixed income funds and, where appropriate, individual bonds, with trading generally limited to periodic rebalancing. Advisors prepare individualized investment policy statements, may manage accounts on a discretionary basis, and monitor accounts at least quarterly with performance reporting and periodic position-level reviews. What is noteworthy about the firm is that its principal also operates an affiliated law practice focused on estate planning, trust and probate matters and elder law, and expects to spend a substantial portion of time on legal work; clients are not required to use those legal services. The firm’s work with pension/profit-sharing plans and other institutional clients is also atypical for a solo independent adviser of this size, and the principal holds both a CFP certification and a law degree, with additional insurance agency affiliations that can create potential conflicts of interest if clients implement referrals through the firm.
To learn more about the advisors currently working at Jones Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 20
|
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